BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
-13.57%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$161M
AUM Growth
+$161M
(-17%)
Cap. Flow
-$5.97M
Cap. Flow
% of AUM
-3.72%
Top 10 Holdings %
Top 10 Hldgs %
36.03%
Holding
79
New
5
Increased
23
Reduced
23
Closed
15
Top Buys
| 1 |
United Parcel Service
UPS
|
$4.2M |
| 2 |
Blackrock
BLK
|
$3.54M |
| 3 |
Applied Materials
AMAT
|
$3.42M |
| 4 |
JPMorgan Chase
JPM
|
$3.33M |
| 5 |
CVS Health
CVS
|
$3.13M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$4.83M |
| 2 |
AT&T
T
|
$3.92M |
| 3 |
Vodafone
VOD
|
$3.83M |
| 4 |
Goldman Sachs
GS
|
$3.73M |
| 5 |
Morgan Stanley
MS
|
$3.64M |
Sector Composition
| 1 | Healthcare | 16.61% |
| 2 | Technology | 16.33% |
| 3 | Industrials | 13.78% |
| 4 | Communication Services | 13.4% |
| 5 | Financials | 12.64% |